IRAs, Roth Conversions, and Social Security Details: Q&A #2031
August 1, 2020
Jim and Chris discuss various listener questions relating to IRAs, Roth conversions, and Social Security details. (8:38) An Ohioan wonders if they can apply for spousal benefits while withdrawing their Social Security application at the same time. (13:28) A Missouri listener asks if he can contribute the maximum annual amount to his IRA after transferring his lump-sum pension into the same IRA...
Listen NowCARES Act and RMD Relief: EDU #2030
July 29, 2020
Jim and Chris discuss the details of the CARES Act and other 2020 governmental relief offered to those with required minimum distributions. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E30.mp3 Podcast: Play in new window | Download (Duration: 53:55 — 24.5MB) Subscribe:...
Listen NowSocial Security, CARES Act, and Monte Carlo Analysis: Q&A #2030
July 25, 2020
Jim and Chris answer questions about Social Security Benefits, the CARES Act, and justifications about the Monte Carlo analysis. (8:45) A listener asks about backdating his own delayed Social Security benefit as well as his wife’s benefit at her full retirement age. (16:42) A New Jerseyan wonders if his wife can collect on his Social Security benefit at his full retirement age if it is...
Listen NowInflation Adjustments, COLAs, and the MDF: EDU #2029
July 22, 2020
Jim and Chris discuss a listener from Utah’s topic regarding inflation estimates, cost of living adjustments, and the minimum dignity floor. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y20E29.mp3 Podcast: Play in new window | Download (Duration: 47:05 — 21.3MB) Subscribe:...
Listen NowRoth Conversions, Tax Brackets, and General Tax Advice: Q&A #2029
July 18, 2020
Chris is joined by our resident tax expert and CPA, Bob Palechek to discuss Roth conversions, tax brackets, and other general tax questions. (4:25) An Arizonian wonders if 401k contributions count as earned income for the purposes of Roth contributions. (10:50) A listener from Connecticut asks how much he can convert from a 401k to his Roth IRA while still staying below the 24% tax bracket....
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